Market narratives are shifting rapidly. Kranthi Bathini of WealthMills Securities discusses Tata Technologies, suggesting investors await earnings traction. Reliance Industries remains a buy-on-dip. Gensol Engineering faces challenges amid legal issues. Ambuja Cements and Bajaj twins are expected to perform well. Banking and financials are attractive sectors. Defence stocks offer opportunities. Nifty must hold above 24,000 amid global uncertainties.
Stay the course, no need for tactical portfolio shift: Vikas Khemani
Vikas Khemani from Carnelian Asset Management suggests a portfolio focused on India’s long-term potential. Banking, financial services, and manufacturing are key sectors. Consumption, both discretionary